I hear what you are saying Dew. There may be some who thought Bavi would be a monotherapy wonder drug. I have never held that view. One the other hand the pre-clinical data appears to show that Bavi along with other anti-cancer and anti-viral agents has some effectiveness against all solid tumours and all enveloped viruses. The clinical studies have replicated these results. Are there some optimal targets or some optimal combinations? Only trials will show this.
Dr. King,Dr.Thorpe and Dr. Garnick are very able scientists. They apparently think the first generation Bavi used in combination will produce good results. They have a lot more information than I do and a far deeper understanding of Bavi's anti-PS mechanism of action.
Quite apart from first generation Bavi I am interested in fully human and "armed" second generation variations. We don't know yet if Duke or DTRA research has gone very far in this direction.
And I must add that I like the data being produced by Cotara. It has produced some very good results in the tough brain cancer indication. That alng with the AVID manufacturing asset provide a nice base value for the stock IMHO.